Use this screen to view past and current releases or create new ones.
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From the Client Menu
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Use the dropdown list to choose which Status of releases you would like to view. Â Check the Default box to save your preference. |
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Generate a new release. Â |
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Generate a General Payor release. Â |
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Generate a new release in PDF form. Â This will pre-fill client information at the top but will be otherwise blank for you to print and manually complete. Â |
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Delete the selected release. |
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View the release in PDF form. Â |
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To renew the release. Â |
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Allow the selected release to expire without generating a Neo alert to renew it. Â |
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Add a comment for this release or read previously stored comments. Â |
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Release was printed onto paper and signed by client and then scanned into their chart. Â Use this button to view the original scanned copy. |
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Select this release to view/edit (not available on releases that have already been signed, or have expired) |
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Release Status Meanings | ||
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Active |
Release has been signed and it is still within the approved time frame. |
Inactive |
Release not active. | |
Expired |
Release had been signed by client, however time limit has been surpassed. | |
Revoked |
Release was once active but client withdrew consent for release prior to the original release's expiration date. | |
Invalid |
Release has been designated as not valid. | |
Declined |
Client has not to sign this release. | |
Waiting For Client Signature |
Release has been sent to the Client Portal for signature. | |
Waiting For Staff Approval |
Release has been signed by client and has been designated to require staff review/approval before it will be categorized as active. Â Review/approval is done through the Document Delivery screen.  |
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